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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,083 | $138,075-86.2% | $123,552-84.6% | $135,379-85.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -5.30% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,775 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $3,214 | $6,800-52.7% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $439 | $10,917-96.0% | $9,285-95.3% | $10,828-95.9% |